United Steelworkers International

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

Shaun Hatlevig

Phone

4195061529

Tax Period

2025-01-01 to 2025-12-31

United Steelworkers International, founded in 1963, is a small nonprofit that reported $698K in total revenue in fiscal year 2025. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $833K exceeded revenue, resulting in a 19% operating deficit.

Mission

The mission statement of the organizatin includes, but is not limited to, on behalf of its members, collective bargaining, greivance procedures, arbitration, strike benefits, education, and to improve the working conditions of its members.

Program Service Accomplishments

Program 1

The Local Union continues in an ongoing effort to defend and enforce the negotiated collective bargaining agreement, for our membrs wages, benefits, and working conditions. The members dues, related income, and expenses are used to carry out these activities. The Local Union is continually striving to maintain or accomplish improvements for our members.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $539,872

Investment Income $5,123

Other Revenue $152,684

TOTAL REVENUE $697,679

Expense Breakdown

Grants Paid $47,574

Salaries & Benefits $181,380

Fundraising Expenses $0

Other Expenses $604,283

TOTAL EXPENSES $833,237

Year-over-Year Comparison

	2025	2024	Change
Revenue	$697,679	$1,021,510	-0.3%
Expenses	$833,237	$1,001,127	-0.2%
Net Income	$-135,558	$20,383	-7.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$48,402

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terry Cunningham Jr	President	010.00	Officer	$35,163	$0	$35,163
Shawn Hatlevig	Financial Secretary	010.00	Officer	$864	$0	$864
Ronald Duncan	Executive Board	001.00	Officer	$864	$0	$864
Jeffery Moore	Executive Board	001.00	Officer	$864	$0	$864
Brian Cicora	Vice-President	005.00	Officer	$819	$0	$819
Korene Mansfield	Recording Secretary	002.00	Officer	$819	$0	$819
Marcus Lamb	Treasurer	005.00	Officer Highest	$819	$0	$819
Shane Phillips	Trustee	001.00	Officer	$819	$0	$819
Mark Shelpherd	Trustee	001.00	Officer	$819	$0	$819
Kevin Gramling	Trustee	001.00	Officer	$819	$0	$819
Kurtis Lothamer	Guard	001.00	Officer	$819	$0	$819
Gregory Krider	Guard	001.00	Officer	$819	$0	$819
Gregory SIdle	Guide	001.00	Officer	$819	$0	$819
Jeremy Brooks	Executive Board	001.00	Officer	$819	$0	$819
Trent Cole	Executive Board	001.00	Officer	$819	$0	$819
Gregory Miller	Executive Board	001.00	Officer	$819	$0	$819
Alex Reed	Executive Board	001.00	Officer	$819	$0	$819

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$697,679	$833,237	$987,507	$-135,558
2024	$1,021,510	$1,001,127	$1,123,065	$20,383
2023	$1,230,856	$1,043,121	$832,123	$187,735
2022	$543,890	$658,190	$641,877	$-114,300
2021	$499,189	$559,454	$744,760	$-60,265
2020	$484,657	$479,244	$805,025	$5,413